Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding FIDELITY ADVISOR REAL ESTATE-M in their Schedule of Assets, totaling $793K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HCP FINANCIAL AND MANAGEMENT SER HCP FINANCIAL AND MANAGEMENT SERVICES 401(K) PLAN | ROLLING MEADOWS IL | 1,630 | $10.1M | $192K |
| 2 | GNS HEALTHCARE, INC GNS HEALTHCARE, INC. 401(K) PLAN | SOMERVILLE MA | 30 | $6.8M | $112K |
| 3 | INSIGHTLY, INC. INSIGHTLY, INC. 401(K) SAVINGS PLAN |
SAN FRANCISCO CA |
| 75 |
| $7.4M |
| $99K |
| 4 | COMPASS WELL SERVICES LLC COMPASS WELL SERVICES, LLC 401(K) PLAN | FORT WORTH TX | 81 | $6.4M | $79K |
| 5 | MPS ENTERPRISES DBA MILFORD PIPE MPS ENTERPRISES 401(K) PROFIT SHARING PLAN | MIDLAND TX | 88 | $3.2M | $74K |
| 6 | 4D SYSTEMS, LLC 4D SYSTEMS, LLC 401K PLANS & TRUST | FLINT TWP MI | 122 | $4.3M | $71K |
| 7 | 3SHAPE, INC. 3SHAPE, INC. 401(K) PLAN | NEW PROVIDENCE NJ | 70 | $7.0M | $70K |
| 8 | PCC MEDICAL HOLDINGS LLC PCC MEDICAL HOLDINGS LLC 401K PLAN | PALM SPRINGS FL | 410 | $5.5M | $42K |
| 9 | PRINCETON HOLDINGS, LLC PRINCETON HOLDINGS 401K PLAN | NATHROP CO | 119 | $6.1M | $36K |
| 10 | DISPLAYMAX INC DISPLAYMAX INC 401K PLAN & TRUST | HOWELL MI | 190 | $1.6M | $16K |
